This update focuses on task management, notification, pipeline management, dashboard, hourly generation data, and various enhancements, ensuring you have the best tools at your disposal.
New Features
1. Task Management and Notification
Detailed Tasks: Tasks within leads are now more detailed with due dates, collaborator assignments, comments, and priority status, making lead tracking more organized.
Task Page: A dedicated task page is added where users can easily view all tasks directly assigned to them or tasks where they are collaborators.
Notifications: Stay updated with a new notification section, providing access to updates on leads accessible to you and tasks where you are a collaborator.
2. Pipeline Management
Multiple Pipeline creation: Users can now create multiple pipelines with different stages, streamlining lead management and allowing for better organization in the CRM account.
3. Hourly Generation Data
Download Hourly Generation: Users can now download hourly generation data as a CSV file, including timestamps and hourly AC generation values.
Enhancements
1. Combined Power Gazebo plus Conventional PV Report
Single Proposal: Create a single proposal that works for Power Gazebo (PG), PV, and/or Storage, giving installers flexibility.
Customizable Pages: Display or hide pages as per installer requirements.
Modern Design: Enjoy an updated, modern design for proposals.
Adaptive Pages: Pages adapt to the proposed systems for improved readability.
UI Update: The reports of existing conventional PV and Power gazebo has been modified. NOTE: This enhancement is only for US based organization. You will need to save your existing design first in the design studio and then download the report to get your older designs in the new report format.
2. Consumption Changes
Utility Rate Update: On adding a utility rate, it will now be auto-updated, eliminating the need for manual updates.
Export Only: Installers can fully export solar-generated energy data, and financial calculations will adjust accordingly.
3. Report Theme Selection in Design Default
Default Theme: Users can now select the default theme of their reports within the design default settings. NOTE: This feature is available for Indian organizations only.
4. Dashboard based on Role
The dashboard of CRM has now been modified and is based on user role.
Admin: The Admin will have all the rights, he will be able to select any member of the organization, track their activities, assign them the lead and can view leads of all the assigned members on it’s dashboard.
Sales Manager: The Sales manager will only be able to track activities of his team member, assign them the lead and can view leads of his team members only on it’s dashboard.
Sales Representative: The sales representative will only be able to see the the data of leads that is assigned to him on his dashboard.
Designer: The designer will only be able to see his tasks on the dashboard and the leads associated with those tasks.
Bug Fixes
We've diligently worked on resolving minor bugs to enhance your overall experience:
Minor bug fixes in financial calculations, Loan, PPA, and Lease modules.
Bug fixes in Maps and sales mode to ensure smoother navigation.
Your feedback is invaluable, so please don't hesitate to reach out if you encounter any issues or have suggestions for future updates.